CEO, Chris Boyd, CFP®, and Wealth Advisor, Jeff Tomaneng, CFP®, are joined by Cozy Wittman, Education and Partnership Manager of College Inside Track, to discuss college planning and trends. She shares with us how she helps students prepare for the college investigation and selection process by explaining when students should start their search, important factors to consider, how to be a good fit, and more.
Cozy goes on to explain college admission trends and covers test-optional claims, a post-covid college admission environment, Early Decision considerations, tier level colleges, and more. She then shares College Inside Track's perspective on the latest student loan dismissal and how it relates to conversations with students and their parents.
IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, join for the last segment to talk about different types of bonds, mentioning bank loans and collateralized loan obligations (CLOs).
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